AG
EFOR

Aperio Group’s Everforth Inc EFOR Stock Holding History

Aperio Group’s Portfolio EFOR Stock Details EFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$1.72M Buy
20,530
+304
+2% +$23.4K 0.01% 1314
2020
Q3 		$1.29M Sell
20,226
-109
-0.5% -$7.5K ﹤0.01% 1320
2020
Q2 		$1.36M Buy
20,335
+10
+0% +$531 0.01% 1276
2020
Q1 		$718K Buy
20,325
+4,611
+29% +$261K ﹤0.01% 1447
2019
Q4 		$1.11M Sell
15,714
-653
-4% -$42.6K ﹤0.01% 1383
2019
Q3 		$1.03M Buy
16,367
+882
+6% +$54.5K ﹤0.01% 1378
2019
Q2 		$938K Sell
15,485
-444
-3% -$26.7K ﹤0.01% 1433
2019
Q1 		$1.01M Sell
15,929
-676
-4% -$42.3K ﹤0.01% 1368
2018
Q4 		$905K Sell
16,605
-727
-4% -$47.4K ﹤0.01% 1367
2018
Q3 		$1.37M Buy
17,332
+825
+5% +$71.3K 0.01% 1236
2018
Q2 		$1.29M Buy
16,507
+1,978
+14% +$162K 0.01% 1240
2018
Q1 		$1.19M Buy
14,529
+1,025
+8% +$76.7K 0.01% 1229
2017
Q4 		$868K Buy
13,504
+1,486
+12% +$90K ﹤0.01% 1390
2017
Q3 		$645K Sell
12,018
-404
-3% -$20.2K ﹤0.01% 1538
2017
Q2 		$673K Buy
12,422
+1,134
+10% +$58.3K ﹤0.01% 1465
2017
Q1 		$548K Sell
11,288
-490
-4% -$22.7K ﹤0.01% 1493
2016
Q4 		$520K Buy
11,778
+628
+6% +$25K ﹤0.01% 1482
2016
Q3 		$405K Buy
11,150
+89
+0.8% +$3.31K ﹤0.01% 1572
2016
Q2 		$409K Buy
11,061
+178
+2% +$6.55K ﹤0.01% 1499
2016
Q1 		$402K Buy
10,883
+955
+10% +$33.7K ﹤0.01% 1480
2015
Q4 		$446K Buy
9,928
+809
+9% +$35.4K ﹤0.01% 1396
2015
Q3 		$336K Buy
9,119
+337
+4% +$12.8K ﹤0.01% 1516
2015
Q2 		$345K Buy
8,782
+157
+2% +$6K ﹤0.01% 1546
2015
Q1 		$331K Buy
+8,625
New +$314K ﹤0.01% 1499

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aperio Group's EFOR Position: Q4 2020 in Review

Aperio Group increased its Everforth Inc (EFOR) stake by 1.5% in Q4 2020, buying an estimated $23.4K and bringing the position to 20,530 shares worth $1.72M. The position accounts for 0.01% of the portfolio, ranked #1314.

Aperio Group first reported a position in EFOR in Q1 2015 and has held it in 24 quarters since. 272 funds tracked by Wall St. Rank hold EFOR as of Q4 2020.

  • Aperio Group held 20,530 shares of Everforth Inc worth $1.72M as of Q4 2020.
  • Aperio Group bought 304 Everforth Inc shares in Q4 2020, an estimated $23.4K.
  • Everforth Inc made up 0.01% of Aperio Group's portfolio in Q4 2020, its #1314 holding.
  • Aperio Group first reported a position in Everforth Inc in Q1 2015 and has held it in 24 quarters since.
  • 272 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.